Hi there - OR conditions are available in filters if you use the new custom report builder.
1) Go on filters
2) Add filters
3) Click on `include data if it matches`
4) Select custom filter rules and play with AND/OR logic
This is huge! We really need this for the contact views so that our agents can pull all of their contacts at once vs having to pull them a million different ways. This is how contacts fall through the cracks!
It was crazy to discover that OR logic isn’t available in the object viewer section when it’s available in other areas of the CRM (workflows, custom reports, etc.) Please implement this!
HubSpot please add the “Or” option to your filters for views on Contacts. One reply suggested creating a custom report, I shouldn’t have to go through that effort to quickly see my most urgent contacts I need to take care of for the day. I can’t get to the exact list of contacts that I need without being able to have a 2 condition criteria on a field. This should have been built in from the get go, pretty basic!
PLEASE DO THIS! This is quite literally the only thing I *HATE* about Hubspot. Add the “OR”!
I’m not sure if this is their suggested work around, but I usually build a list using the OR filter and then apply the report to that list.
Second this request, how this is not a thing is beyond me…
Need OR filtering on object view filters!
Hi everyone! My name is Kyle and I’m a Product Designer at HubSpot. Nice to meet you!
Some good news: we’re aiming to add some new functionality that will allow use of OR logic within groups of filters. This new functionality should allow you all to get the results you need in Lists, Views, and more.
Would any of you be interested in participating in a paid research study? In order to ensure that this functionality is effective and easy-to-use, we need to test it with you, our users. That will help us understand how well it works and meets your expectations.
Session details:
- Participants will be paid upon completion of the session
- Session will require no more than one hour of your time
- Session will consist of a Zoom call where you’ll complete tasks using a prototype of this new functionality
- You’ll be asked to provide honest feedback as you go
Interested? Please sign up using this Google Form. If you qualify, we’ll reach out to set up a time to talk.
Thanks so much! Looking forward to talking to you.
Hello again, everyone. Hope you’re all having a great week!
Just a quick update that we are still looking for participants for the above research. If you’re interested, please sign-up using this Google Form. If you qualify, I’ll be emailing you to schedule a time to talk next week.
If you’ve already submitted this form:
Please check your email for a message with the subject “Schedule a HubSpot Research Session” and pick a time! We’re looking forward to sharing this prototype with you and gathering your feedback.
If you submitted the form and haven’t received an email to schedule a research session:
First, make sure that your HubSpot email preferences are set to allow one-on-one emails. If you’re unsubscribed from these emails, then we can’t email you to set up a session.
If your email subscription settings do allow these emails, then you may not have qualified for this research. There are specific legal restrictions on how we can recruit for research, and sometimes that means we can’t speak with you for a specific study. But thank you for volunteering, and keep an ear out. We’re always testing new functionality and welcome your feedback in the future!
Thanks all. Looking forward to hearing from you!
Dear Santa, here is my christmas wishlist for 2022: Please add the “OR” for all filter and view options. This is a quite basic function.
This is extremely frustrating. I have to create 10 views for what would be one. Then later I have to alter them all if something changes like a column…this is a pretty standard thing. Please add it ASAP.
Only took 4 years! But still— a huge net-positive, and very glad to see it. Thanks HS team!
Agreed, the “OR” condition is fundamental and should be added
I wonder if this idea went any further in planning! I’m really looking forward for this feature to be implemented!
Updating this feature request back to “Idea Submitted” on Product team’s request.
The product team will post any updates on the status of the request in this thread.
Thank you for your understanding.
Mia, Community team
Hi,
the OR functionality is now available on list and views. Any idea on how or when implement this also in reports? This is really a basic functionality which should be mandatory for any CRM.
Thanks
Is there any progress on having this basic functionaility in Reports?
Any update on this feature?